Client Testimonials

Unique Experiences, Unified Goal:

Each testimonial is unique, reflecting the diverse challenges and aspirations of my clients. Yet, they all share a common thread - the pursuit of financial empowerment and freedom.

Real Stories, Real Success:

Client Testimonials at SHIFT Financial Coaching

Andrew is a great asset to have as a financial coach due to his very patient and attentive nature! With his extensive knowledge and experience, he will not only guide you through the financial process, but will also be the financial coach you didn't know you needed.  With his attentive ear and genuine guidance, your finances will be in great shape in no time! He is very thorough and his process is clear, easy to understand and follow.   It truly makes a difference when you have Andrew in your corner guiding and cheering you on to succeed financially!  I have enjoyed having Andrew helping me push forward and encouraging me!  In Andrew, you get the best of both worlds, the financial structure you need, and a great coach alongside you every step of the way!  

Sandie E., SF Bay Area, CA

Our finances were messy and confused before working with Andrew. With Andrew’s good suggestions, we were able to sort out the confusion and now we feel like we have a direction and a plan that will put us ahead in the future. Thanks so much for your great help, Andrew!  

Kent B., Riverton, WV

I really enjoy my coaching sessions with Andrew.  He is non-judgmental and kind. He has helped me put my personal finances in clearer focus. I have been given goals and assignments to keep focused.  I am grateful to have a Christian coach who also understands God's principles.  

Joy G., Alton, IL

Frequently Asked Questions

Q:

What is Financial Coaching?

Financial coaching is a personalized service that helps individuals understand their financial situations, set and achieve financial goals, and make informed decisions about money management, saving, investing, and debt reduction.

Q:

What Topics Can I Discuss with a Financial Coach?

Topics often include budgeting saving, and debt repayment, credit improvement, financial goal setting, and developing healthy financial habits.

Q:

How Does Financial Coaching Differ from Financial Advising?

While financial advisors often focus on investment strategies and wealth management, financial coaches concentrate on improving financial behaviors, coaching on money management skills, and helping clients develop and stick to financial plans.

Q:

Is Financial Coaching Confidential?

Absolutely. Financial coaches adhere to strict confidentiality policies to ensure that all personal and financial information discussed remains private.

Coaching Services

Ready to get your finances in shape? These coaching packages are designed to meet you where you're at, whether you're looking for a quick strategy refresh or a deep dive into long-term financial coaching.

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1 Month

Coaching Package

Think of this as your financial jumpstart. In one month, we'll tackle your immediate questions, set clear goals, and lay down a plan that gets you moving in the right direction. It's a great choice if you're looking for quick, focused advice to get on track.

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3 Month

Coaching Package

Over three months, we'll take a closer look at your finances. This is where we roll up our sleeves and really work on budgeting, reducing debts, and starting a savings plan that sticks. It's perfect if you're committed to making changes and want to see some real progress.

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6 Month

Coaching Package

The most in-depth package gives us six months to thoroughly revamp your financial life. We'll go beyond the basics, tackling long-term goals like investing for retirement, saving for college, building wealth, and generous giving. This is for you if you're ready for a big shift and want ongoing support to make it happen.

Get in touch with me

Got questions about your financial journey? Need guidance to navigate through your money matters? I'm just a message away! At SHIFT Financial Coaching, I believe in building personal connections and providing tailored coaching to suit your unique financial landscape.

Ready for a deeper dive? Schedule a 1:1 session with me. Let's talk about your financial goals, challenges, and the steps you can take to overcome them.

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